Overview (as on 18 May 2021)

NAV

₹13.7242

1y returns

76.551%

Fund AUM

₹110 Cr

Expense Ratio

0.52%

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
26.18%
Consumer
20.66%
Industrials
14.28%
Basic Materials
12.24%
Tech
9.11%
Health
7.73%
Defensive
7.54%
Utilities
2.26%
Size Breakup
Mid Cap
77.08%
Large Cap
19.57%
Small Cap
3.35%

Key Metrics

Beta 

0.0

Std deviation 

0.0%

Sharpe Ratio 

0.0

Holdings

Fund Details

Investment Objectives
To seek capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as Small-caps. However, there can be no assurance that the investment objective of the Scheme will be realized. A company whose market capitalisation is equal to or lower than that of the 301st stock by market cap on the NSE at the time of investment will be considered to be in Smallcap category.
Scheme Name
Sundaram Select Small Cap Series V Direct Growth
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
23 June, 2017
Fund Manager
Rohit Seksaria
Fund House Details
Fund House
Sundaram Asset Management Company Ltd
Email
rahulm@sundarammutual.com
Phone
+914428583156
Address
Sundaram Asset Management Company Limited,Sundaram Towers,,2nd Floor, 46 Whites Road,,Royapettah,

Other Related Plans

Peer Funds

Sundaram Select Small Cap Series V Direct Growth

NAV

₹13.7242

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Rohit Seksaria
Rohit Seksaria

manager

Work Experience
"null"
Ratish Varier
Ratish Varier

leader

Work Experience
"null"

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